See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,080 | $144,119-79.1% | $117,854-74.5% | $147,584-79.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.10% | 531.15%-513.0pp | 335.08%-317.0pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,335 | $4,896-52.3% | $3,786-38.3% | $4,876-52.1% |
| Participant deferral / active EE | $5,030 | $5,316-5.4% | $4,482+12.2% | $5,439-7.5% |
| Admin fee / account holder | $1,936 | $10,886-82.2% | $8,020-75.9% | $10,885-82.2% |